How big is Dr. Elliot Bernstein, Ltd.'s plan?

Dr. Elliot Bernstein, Ltd.'s plan reported $7.2M in assets and 15 participants for 2023.

Original filing (PDF)20250618102015NAL0001223475001

Dr. Elliot Bernstein, Ltd.

Name: Dr. Elliot Bernstein, Ltd. — Dr. Elliot Bernstein, Form 5500 (2023)
Creator: Dr. Elliot Bernstein, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Elliot Bernstein, Ltd. Profit Sharing Plan

401(k) retirement plan · Dr. Elliot Bernstein, Ltd.'s Dr. Elliot Bernstein, Ltd. Profit Sharing Plan held $7.2M in plan assets for 15 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Dr. Elliot Bernstein, Ltd.'s EIN is 23-1981508.

EIN 23-1981508

Plan number 003

Plan year 2023

ACK ID 20250618102015NAL0001223475001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Dr. Elliot Bernstein, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Dr. Elliot Bernstein, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. ELLIOT BERNSTEIN, LTD..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

DR. ELLIOT BERNSTEIN, LTD.

EIN

all filings

Address

308 N. WAYNE AVENUE · US WAYNE, PA · 19087

Phone

(610) 688-1682

Industry

Health Care & Social Assistance

Plan administrator